Other Questions

I am the volunteer bookkeeper for a small non-profit.  Out chart of accounts (less than 50 accounts) has become a bit messy.  The account numbers are not in an order that works for our needs.  We also would prefer 4 digits, rather than 5.  We have developed a new chart in Excel that works well for our needs - management reporting and government grant reporting.   We are also changing our FY. that appears to be an easy change in an existing company, resulting in a short year. my question is how do I handle these changes in QB Desktop? 1.  Create a new company and build a COS from scratch?  (We know that we have to look to the “old” accounts for history)2.  Edit each of our existing accounts to change the account number as well as the account name? Then make all of the old accounts “inactive”.? If I add each BS account with a beginning balance, how does that impact reporting since there are now two accounts for the same purpose - esp

Export our data to where?

Our non-profit (church) has an odd situation and it unfortunately falls around the time of the required update on May 31, 2023.  We currently use Desktop premier for Non-profits 2020 and what I believe is basic payroll because we submit the tax forms ourselves.  Our dilemma is that June 14th will be our last day with our current name and EIN number.  On that date we are disaffiliating from our current church's denomination and joining a new one which will mean our name changes and we get a new EIN number and a new bank account.  We will have a payroll date May31st so that can still be under our current plan but then we are to have a payroll on June 14th which will still be under our old EIN.  Trying to figure out how to make this transition the easiest.  It seems as though from a cost standpoint, our best bet will be to ultimately change to QB online for accounting and payroll.  My questions are: 1)  Is there any way to still

I regularly use the AP account when entering a transaction to show that the item is prepaid... By entering this way, I have a credit on my vendor's account until we receive the product. Just the last two days, I am now getting this message. I've checked and re-checked, there is only one AP account... same vendor in the Vendor line and under the Customer:Job column. Any ideas? 

This has happened several times to us in the past few weeks.  Clients send us a QB transfer file (.QBX).  When we try to convert it, we get this message: "When this file was sent to the Intuit Accountant's Copy File Transfer server, it was encrypted for security.  Please enter the file transfer password to decrypt the file." But, the clients have not used Intuit's File Transfer server.  They have all sent the file to us using a different service.  We have been able to successfully convert the file by restarting our computer and trying again; for whatever reason, after restarting we can convert the file without being asked for a password.  Today, however, we just got a file from a client and nothing we've tried (restarting, shut down and start, dragging file from our office's server to our computer, trying to open with newer version of QB, downloading the file again) is working.  Is anybody else having this problem?  How can we solve thi

Hi all, I'm really hoping someone can help with this ongoing problem that's eluding me. The office is running QuickBooks Desktop Enterprise 19.  There about about a dozen workstations and the server is Windows Server 2016.  Suddenly, QuickBooks just stops working for everyone in the office (and this happens a few times a week).  The fix is simple but cumbersome: go to the server, open QuickBooks Database Server Manager, click Start Scan, and click OK to run the scan.  It always says: "Network Diagnostics: Check successful - no issues found.  Network Diagnostics: Repair successful."  This completely fixes the problem and the users can use QuickBooks again. Anyone have any idea what's going on?!  How can I fix this problem?  Or can I at least automate this process so I don't have to keep going to the server and doing this temporary fix? Thanks in advance!

We use Drop Box when we back up our Quickbooks files.Lately when my Boss backs Quickbooks up, it creates a QBTempBackup.tmp in drop box, instead of the usual back up file. Of course I can not restore that backup to this computer with that. This is a new development and has only happened the last 2 times he has backed Quickbooks up. When I back up to Drop Box, it creates the normal back up file, and he is able to restore fine on his end.  We use Quickbooks Pro 2016 Any advice? Thank you.

It's been 24Hours since I've been unable to login. I contacted support thru screen "chat" and they told me their engineers are working on it. I have zero faith I'll ever recover my businesses data . My business has  been shutdown since. I have no confidence QB will ever "get back to me" What should I do now?IF they cant fix anything in 24 hours , I'm screwed.!

I have 2 businesses on 2 seperate Quickbooks Online accounts. My problem is the new business I started has a different look than my other quickbooks. I am on Business View on both. Here is a screen show of both businesses expense screen. I want both of them to look like the first picture shown below. Also the first one automatically adds info in when I select a vendor and the other one asks every single time if i want it to be filled in. Not sure why there are multiple versions of QB Online.....  

2 questions:  1.  Is there any way to bulk import Quantity Discounts for all inventory items?2.  Once quantity discounts are set up, is there any way to have Sales Orders/Invoices display the non-discounted price and the discounted price per item?  I thought having both a Base Rate and a Rate column available on both of these forms would do this, but the Base Rate column is non-editable and simply updates to the discounted rate if a discount is applied based on the quantity ordered. And the Rate column looks like it just allows you to manually update the Rate - which isn't really workable when a very long list of items is included on an invoice.  

As a 30 year technologist every single time I try and use QuickBooks support I question whether or not my account information is even safe. Chat takes multiple attempts to actually get someone to connect. They come in....5 minutes later they leave. Then we have to relaunch the chat again. When we get in there instead of actually collecting the verification information needed to verify the account in the FORM...we have to go through a series of questions. Complete disregard for our time as a business owner. I was asked to provide my name, my merchant ID, my EIN, and what is totally unacceptable...my SSN. I have no idea who is seeing this information, but clearly there is many chat services outsourced overseas. It is COMPLETELY unacceptable to request this information to verify an account. Create a support PIN...a passphrase...something else but requesting SSN is just ridiculous. There is just no reason to do this for verification when the account is not linked to a Quickbooks Bank Accou

QB Enterprise Solutions: Manufacturing and Wholesale 18.0 I've modified our Sales Order by adding some custom fields and am satisfied with the results. On the Sales Order screen however, the data fields are cramped all together on one line and are small so you can't clearly see the data entered in the fields.Is it possible to edit the size of the fields that show on screen and also break them up/put them on different lines so everything is not so cramped? Thanks!

I entered items in a purchase order.Vendor requires payment when they ship. Now that I am receiving the items,  it defaults to creating a bill, but the items were paid for already????? I'm not sure how to handle this. Thanks for any help.

How do I change the "default" service listed for sales? I don't have a default, but apparently, a "test" service I had created is now the "default" and I do not know how to fix it. I keep getting an error when I try to make it inactive. This needs to be active because it's the default product or service for sales. This default service is coming up on all of my billable employees' time cards as their service instead of the LCAT they sit in. How do I change this? Thank you!

My credit card is not syncing with my quickbooks account. Who can I contact?

I am setting up new company product master.  I am trying to import the Item List (using excel template) but QBO not allowing the import due to no "Quantity on Hand".  However, I wish to set up the item details only, starting the inventory at Zero qty, and will create Purchase Order for the kick off inventory.  Any suggestions how to proceed.  Thank you.

I need to know what account and how to record a late fee or finance charge that one of my suppliers charged me. We have an online account with the company that gives us credit. We were late paying and were charged a fee for that. I have searched high & low for an answer to this question and all I can find are  answers for applying a late fee to a customer invoice. Do I create a new account like Penalties and Late Fees, if so what type of account should it be? Or what do I do? Thank You! 

I use QBO Plus for a Coffee Roasting Company. I purchase Un-roasted coffee and then Roast it and package and label and then sell. How would I use Inventory to keep track of Un-Roasted coffee counts. Then also keep track of Bags and labels as part of the finished product ?Example. Un-Roasted Coffee COST = $3. Product Bag COST = 50 Cents, Label Cost = 10 cents. Finished COST = $3.60Would I create Inventory for the Un-Roasted Coffee. Non-Inventory for the bag and label. Then use Bundle to create the Finished Product ?

Is there some way to turn off QBO accounts payable automation. Every time I go the the vendors page, it's telling me about an invoice one of my vendors has sent me. I don't want to put it into our system. How can I tell QBO to turn this feature off. It's annoying and not useful for us.

I send an invoice, app freezes and says refresh. I have to log out and log back in to continue. Have re installed app and iOS with no resolve.

Hello bookkeepers.We needed to find out the date that a statement was created and sent, but have been unable to. Any suggestions? I've seen the answer for QuickBooks online, but not for desktop.

My accountant tells me she cannot open QBX files. Can I either email or print an Accountant's Copy in PDF format?

I am using cycle count for the first time. Everything runs as it's supposed to as I create cycle count, export to excel, count stock and enter counts in excel, and save. The problem occurs when I try to import the count from excel to quickbooks. I get an error message saying the import couldn't be completed because of one of the following:Quickbooks or my device isn't connected to the internet.Session has timed out or login was unsuccessfulThere is a problem with the server. My internet is working fine and I have the newest versions of quickbooks enterprise and MS excel.Please help!

Hello I have a missing transaction from stripe that is on our bank account but not in our bank feed in quickbook. How do I manually add this into quickbook. Thanks

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